Life Insurance Sales Manager

2 - 7 years

0 Lacs

Posted:2 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities

1. Sales & Business Growth

  • Own sales performance for direct/inbound channels field incoming leads and convert calls or walk-ins.
  • Drive cross-sell/up-sell to existing policyholders using financial planning tools and customer profiling .
  • Expand customer base via referral programs and outreach campaigns.

2. Customer Engagement & Service

  • Ensure prompt, high-quality service for inquiries, quotes, onboarding, and renewals.
  • Handle escalated customer issues, build trust, and maintain high service standards.

3. Operations & Compliance

  • Oversee full policy lifecycle: onboarding, underwriting, issuance, renewals, and documentation.
  • Ensure strict compliance with IRDAI regulations and company policies .
  • Stay updated on product features, market dynamics, and competitor offerings.

4. Financial Management & Reporting

  • Manage branch-level P&L, budgeting, and expense control.
  • Report weekly/monthly sales performance, market trends, and pipeline forecasts to regional leadership.

5. Marketing & Campaign Execution

  • Plan and execute inbound campaign strategies (e.g., call campaigns, email follow-ups, customer reactivation).
  • Measure campaign ROI and continuously refine tactics.

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